OnDemand Tennessee CLE Courses

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  1. How to Use Trusts to...
    Best SellerTrusts
    4.5

    How to Use Trusts to...

    With the financial future of your clients in your hands, do you have all the tools you'll need to protect them? Make the best use of the unique characteristics of different trusts to perfectly match the unique needs and circumstances of each case. This fast-paced, full-day primer will provide you with a comprehensive how-to guide on the wide variety of trusts available. Register today! Understand the fundamental law and mechanics of trusts and their key functions. Help clients plan for disability with special needs trusts and qualified income trusts. Choose the best vehicle for guarding against creditors: understand the purpose behind the various types of trusts. Harness the versatility of revocable living trusts when transferring assets. Combine the use of trusts and LLCs for protecting and managing family assets, including a family business. Learn how to control and manage future distributions with key trust provisions and trustee powers. Save money on taxes with effective use of defective trusts. Guard your professional reputation with a trusts-specific legal ethics primer. Don't reinvent the wheel - modify our sample trust documents and use our drafting tips to create airtight trusts.

    Recorded April 15, 2025.
    OnDemand
  2. Finnegan is DEAD! A Walk Through a Fictional Probate Case
    Best SellerTrusts
    4.49

    Finnegan is DEAD! A Walk Through a Fictional Probate Case

    Finnegan O'Malley, aged 92, passed away peacefully in his sleep while attempting to break the world record for the longest continuous nap. His last will and testament was found rolled up inside his favorite leprechaun-shaped cookie jar. You're advising his long-suffering nephew Seamus, who nearly fainted when he realized the extent of his duties as a personal representative. Follow this slightly whimsical yet no less legally enlightening case from start to conclusion and let it prepare you for the daily toils and troubles of probate practice. Register today! See the ridiculous extent of Finnegan's estate and get tips for inventory and management. Learn what to do with creditor claims, even wildly outlandish ones. Follow the very real probate timeline and deadlines to ensure timely administration. Understand tax-reporting requirements in probate. Discover how to predict, prevent, and resolve common (and sometimes slightly absurd) disputes. This program was designed in conjunction with NBI's esteemed 2023-2025 Content Advisory Committee Member attorney Louis Silverman.

    Recorded April 29, 2025.
    OnDemand
  3. Taking Your Wills and Trusts From Boilerplate to Bespoke
    Best SellerTrusts
    4.44

    Taking Your Wills and Trusts From Boilerplate to Bespoke

    Take your drafting skills to the next level! In this incisive legal course, experienced faculty will share their tips for tailoring wills and trusts to the specific needs of clients, resolving disputes, and adapting to changing tax and tech climates. Stay on the cutting edge of the practice - register today! Get a summary of the trends to watch, notable case law, new practice tools, and more. Help your clients maximize their charitable giving potential. Explore current top trust disputes and potential working resolutions. Come away with specific will and trust language suggestions.

    Recorded April 14, 2025.
    OnDemand
  4. Tax Basis in Probate
    Tax
    4.67

    Tax Basis in Probate

    Understanding the concept of tax basis and the stepped-up basis rule is essential for every attorney handling trusts and estates cases, especially new attorneys. Master these principles to help your clients maximize the tax benefits of inherited assets and ensure a smooth transition of wealth to the next generation. Register today! Clarify the role of tax basis in the transfer of assets from decedent to beneficiaries. Prevent mistakes in calculating stepped-up basis (consider IRD and other exceptions and special rules!). Avoid serious tax consequences for failure to correctly report the stepped-up basis.

    Recorded April 22, 2025.
    OnDemand
  5. Navigating the Sale of Real Estate in Probate
    Real Estate
    4.73

    Navigating the Sale of Real Estate in Probate

    Gain the confidence needed to navigate the complexities of real estate sales in probate! Join us to discover key considerations for valuing and selling inherited properties, along with strategies for resolving title issues and family disputes. Understand the key considerations and legal framework of real estate in probate. Learn effective strategies for valuing and selling real estate in probate. Gain insights into resolving title issues and disputes among heirs. Don't miss this opportunity to equip yourself with essential knowledge - register now to secure your spot!

    Recorded April 25, 2025.
    OnDemand
  6. Trust and Probate Pain Points: A Technical Deep Dive
    Best SellerTrusts
    4.58

    Trust and Probate Pain Points: A Technical Deep Dive

    This course targets seasoned trusts and estates attorneys, diving deep into nuanced legal challenges that transcend foundational practice. Together with faculty, you'll address multifaceted scenarios involving emerging legal technologies, complex creditor dilemmas, real property disposition, and more. Measure and mitigate risks and optimize strategies - register today! Stay current on the latest trends and challenges of trusts and estates practice. Tackle drafting errors that derail estate plans and leave clients legally and financially vulnerable. Master sophisticated techniques for managing estate debts. Develop advanced skills in pursuing and supporting creditor claims. Gain strategic approaches to resolving complex real property challenges. Acquire insights into nuanced trust administration and modification challenges.

    Coming Soon! OnDemand recording will be available on May 20, 2025.
    OnDemand
  7. Mega Gifts in Anticipation of Estate Tax Exemption Sunset in 2025
    Best SellerTrusts
    4.76

    Mega Gifts in Anticipation of Estate Tax Exemption Sunset in 2025

    The current sky-high gift tax exclusion amount that is slated to end in 2025 creates a once-in-a-lifetime opportunity for affluent clients to save on intra-vivos transfers if they act fast. But many are reluctant to shift their wealth to the next generation with no controls. This strategic briefing outlines practical solutions to taking advantage of this time-sensitive tax-saving technique while controlling risk and future distributions. Determine who can benefit, how to execute the gifts and keep IRS reporting beyond reproach, and create planning solutions beyond outright gifts. Help your clients succeed - register today!

    Recorded April 17, 2025.
    OnDemand
  8. Special Needs Trusts: Attorney and Trustee Perspectives
    Trusts
    4.5

    Special Needs Trusts: Attorney and Trustee Perspectives

    Special needs trusts (SNTs) are a powerful tool that enables individuals with disabilities to get the help they need without sacrificing essential quality of life, but the key to their proper function goes beyond skillfully drafted provisions. We've invited attorney and professional SNT trustee faculty to share their experiences and tips for the most effective use of SNTs: from benefits eligibility to maximizing expenses and properly managing assets. Adopt a holistic approach to SNTs - register today! Learn how critical SNT provisions are interpreted at trust administration. Explore what trustees can and cannot do to enhance beneficiaries' lives. Discuss fiduciary responsibilities and issues of which to be aware. Clarify the limiting effects of benefits requirements that define the use of SNTs. Work through legal ethics dilemmas you will likely face in your special needs practice.

    Coming Soon! OnDemand recording will be available on May 22, 2025.
    OnDemand
  9. Harnessing the Synergetic Power of LLCs and IRAs
    Trusts
    4.28

    Harnessing the Synergetic Power of LLCs and IRAs

    Combined IRA/LLC structures are a popular real estate investment tool because of the flexibility and ease of use they afford. But setting up and operating this structure requires meticulous attention to detail and adherence to the rules. This focused legal course offers you instructions for executing it effectively. Hone your skills - register today! Get an update on the latest IRA creation and administration rules. Tailor LLC operating agreements to work in tandem with SDIRAs. Analyze the ins and outs of using IRA/LLC structures to invest in real estate. Understand the tax aspects of LLC/IRA structures.

    Recorded April 24, 2025.
    OnDemand
  10. Puzzling Over Probate Assets
    Best SellerTrusts
    4.24

    Puzzling Over Probate Assets

    Effective estate administration is a bit like a jigsaw puzzle where the final image is the decedent's intent for final distribution. Its completion is impossible without thoroughly understanding the unique nature of assets comprising each estate. This detailed CLE course outlines the rules and procedures of marshalling, managing, and distributing assets in probate. It also offers a deeper look into real property, digital assets, IRAs, and family business assets. Whether you're advising personal representatives or administering the estate yourself, this course will give you the tools you need. Register today! Ensure all assets are accounted for and improve your initial questionnaire. Determine accurate value of assets and lay solid ground for the final account with thorough inventory. Get tips from the pros for selling, managing, and transferring estate assets. Learn how to identify, access, and appraise digital assets. Tackle top tax reporting issues in probate. Discuss issues pertaining to real estate, retirement accounts, and family businesses in probate.

    Recorded April 21, 2025.
    OnDemand
  11. Understanding Trusts: Why Some Structures Provide More Protections Than Others
    Trusts
    4.49

    Understanding Trusts: Why Some Structures Provide More Protections Than Others

    When assessing complex information, it often helps to break items into basic building blocks. The same approach can be successful when dealing with trusts. Be prepared for specific challenges associated with various types of trusts by understanding their unique characteristics. Our intensive full-day primer will provide you with a comprehensive overview of the wide variety of trusts available. Register today! Learn what not to do when selecting and drafting a trust to avoid common mistakes. Learn how to choose the most beneficial vehicle for preserving your client's wealth: understand the purpose behind the various types of trusts. Save money on taxes with effective use of trusts. Determine whether a client qualifies as a beneficiary of a special needs trust. Don't reinvent the wheel - modify our sample trust documents and use our drafting tips to create airtight trusts.

    Recorded February 05, 2025.
    OnDemand
  12. Medicaid and Estate Planning: A Balancing Act
    Best SellerTrusts
    4.45

    Medicaid and Estate Planning: A Balancing Act

    Qualifying for Medicaid nursing home coverage can impede traditional estate planning tactics. This legal course will give you the tools to reconcile the two plans to work in concert instead of against each other. Revise your trust drafting and intravisos transfer approaches, get an update on the latest rules and limitations shaping estate plans, and hear hard-won real-life lessons from seasoned practitioners. Help your clients at every stage of their lives - register today! Get an update on the rules of Medicaid and the latest tax changes. Make the best use of POAs and guardianships to protect the rights of the elderly. Improve drafting with a review of sample trust provisions. Develop a concrete plan for estate administration and Medicaid recovery.

    Recorded March 14, 2025.
    OnDemand
  13. Drafting Essential Estate Planning Documents
    Trusts
    4.48

    Drafting Essential Estate Planning Documents

    This comprehensive legal instruction offers essential knowledge and resources to draft key documents used to plan for clients' trusts and estates. Establish heirs and plan distributions, choose and prepare fiduciaries, outline medical decisions, and more. With experienced attorney faculty sharing their top approaches and sample documents, you'll save time drafting and advise clients on the wisest course of action for every unique situation. Register today! Get sample language for wills, trusts, beneficiary designations, and more. Understand when specific provisions and documents are used for best results. Learn to draft to prevent unintended consequences. Help clients make the tough end-of-life and organ donation decisions and communicate them clearly and properly. Guard your professional reputation with a specialized legal ethics guide.

    Recorded November 22, 2024.
    OnDemand
  14. Creditor Claims, Distributions, and Estate Closings: Lessons From Estate Administration Attorneys
    Trusts
    4.03

    Creditor Claims, Distributions, and Estate Closings: Lessons From Estate Administration Attorneys

    In this storytelling course, seasoned practitioners will share their hard-won advice through case studies and hypotheticals on effective (and not-so-effective) ways of managing, distributing, and wrapping up the estate. Learn from others' experience and come away better prepared for the final steps of estate administration. Register today! Get realistic answers to top creditor claims questions. Work through common beneficiary issues. Discuss how to handle distributions when liquidity is an issue. Predict and prepare for what can often go wrong at final accounting.

    Recorded March 25, 2025.
    OnDemand
  15. Opening and Managing the Estate: Life Lessons From Seasoned Attorneys
    Trusts
    4.6

    Opening and Managing the Estate: Life Lessons From Seasoned Attorneys

    Estate administration is all about stories. Our faculty dip into their considerable experience satchels and fish out the most interesting and important life lessons of starting each probate to prevent problems down the line. Learn though case studies, war stories, and hypotheticals and come away better prepared for whatever may come. Register today! Explore common issues unique to small estates. Get tips for marshalling assets and recognizing hidden treasures in basements and garages. Find out what's needed to open the estate without a hitch. Discover what to expect from personal representatives and how to ensure good working relationships.

    Recorded March 24, 2025.
    OnDemand

OnDemand Tennessee CLE Courses

Enhance your legal skills with our On-Demand Tennessee CLE Courses, available anytime and anywhere. NBI’s comprehensive online library features a wide range of topics essential for legal professionals. Perfect for those with busy schedules, our on-demand courses allow you to earn your CLE credits at your convenience while staying current with the latest developments in law.

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